TD Ameritrade to Schwab Migration

eMoney has been working closely with TD Ameritrade and Schwab to ensure you have a smooth transition with minimal impact to your business.

On September 2, the TD Ameritrade data feed will convert to the Charles Schwab, requiring users to input their Representative and Account codes when prompted.

Frequently Asked Questions

• How is eMoney supporting the conversion
• When will the conversion occur
• What action will advisors have to take
• Will there be a blackout period during the conversion
• Will clients be impacted by the conversion
• Where can I find more information about the conversion

How is eMoney supporting the conversion

Charles Schwab acquired TD Ameritrade in October 2020. For direct data integrators like eMoney, we’re
working closely with TD Ameritrade and Schwab in preparation for when they convert the existing TD
Ameritrade data feed to Charles Schwab’s API, including changes to Representative and Account codes.

When will the conversion occur

The conversion will occur September 2-7, 2023. All advisor users will be moving at one time. eMoney will
move all connections currently under TD Ameritrade via Direct Feed to Schwab Institutional–via Direct
Feed for all advisor users.

What action will advisors have to take following the conversion?

Integrations – Action Required

• Integrations are impacted by the conversion and advisors with TD Ameritrade integrations are required to take action. The TD Ameritrade integration will not work after the conversion and advisors will need to activate their Schwab Advisor Center integration and relink their clients to Schwab clients. Advisors cannot share the Schwab Vault folder to the Client Portal. eMoney will communicate with advisors via email the action required and an instructional guide is available here to help advisors enable the Schwab Advisor Center integration.

Connections – No Action Required

• TD Ameritrade connections will convert without any required action by advisors.

Will there be a blackout period during the conversion

A blackout period will occur on September 5. New values are expected to show after the Schwab load completion and refresh on September 7.

Will clients be impacted by the conversion

Accounts previously aggregated through “TD Ameritrade (Client Access)” and “TD Ameritrade Institutional
(Investor Login)” will be available through “Charles Schwab US.” Accounts will not be converted over. Clients will need to add the accounts under “Charles Schwab US.” To preserve account history, advisors will need to unlink and relink through Charles Schwab US.

Where can I find more information about the conversion

Charles Schwab has created a Transition Planning Guide about the conversion to provide advisors with further details and support. Click here to access the Schwab Transition Planning Guide.

For more information or assistance with eMoney, please contact eMoney Customer Service at 1-888-362-8482 (office hours are 8 a.m. to 8 p.m. ET Monday through Friday) or email customerservice@emoneyadvisor.com.

We value your partnership and appreciate your understanding as we deliver a successful conversion.